In this Topic

• Overview
• Detail Content Link
• Group Plan List Content Link
• Adding a Plan

• Viewing and Editing Plan Information
• Custom Content Link
• Office/Agency Requirements Content Link
• Group Policies Tab

Overview

After searching for a group product or creating a group product, the user can access the product's tabs and content links to view and edit details about the product. This section describes those tabs and content links.

Detail Content Link

On the group product Detail content link, the user can view and/or edit the product's name, code (where applicable), insurance type, carrier and remarks.

The Product Validity Parameters section is used for tracking the effective and expiration dates of the product.

The Group Product Options section allows the group product to accommodate multiple commission structures. This feature works the same way it does for individual policies (see Products - Detail Content Link).

The Group Product State List specifies the states in which the product is available and/or unavailable. This feature works the same way it does for individual policies (see Products - Product Settings Content Link).

Group Plan List Content Link

A group product typically contains several variations, or plans. For example, the carrier Blue Health Care may offer a group product called 20/20 Care that contains two plans: 20/20 PPO and 20/20 HMO.

The Group Plan List content link of a product enables the user to view and/or edit the plans associated with the product.

Adding a Plan

From a product's Group Plan List content link, follow these steps to add a plan to a product:

1. Click the sub-content link's Menu button and select New 'Group Plan' record.
2. Enter the plan name in the Plan Name field.
3. Select Menu > Save.

Viewing and Editing Plan Information

Benefit information about a product's plans is located in a set of benefit categories that display when the user clicks the product's Group Plan List content link.

For example, when accessing the Group Plan List content link for a group vision product, the system displays General Vision and Lenses/Contacts categories, which the user can select to view plan benefit information.

The categories are different for other group product types. The following table lists each group product type and its associated categories.

For some group product types (e.g., medical), clicking a category reveals a list of sub-categories that the user can select to view detailed benefit information.

Creating Group Plan Categories

If the default set of group plan categories is insufficient, the user can create custom categories.

Note: User-created categories are not tied to a specific group product; rather, they become available for all group products of the same type. For example, if the user creates a category for a particular group life product, the new category displays on all group life products.

To create a category:

1. From a product's Group Plan List content link, select Menu > Group Category Setup at the category level to open the Group Category Setup List dialog box.
2. Select Menu > New 'Group Category Setup' record to open the New Group Category Setup Detail dialog box.
3. Enter the name of the new category in the Group Category Name field.
4. In the New Group Sub-Category Setup List section, click the Options button and select New 'Group Sub-Category Setup' record.
5. Enter a descriptive word or term for the benefit in the Sub-Category Name field.
6. Click the OK button.
7. Repeat steps 4-6 for each benefit that should be listed in this category.
8. Click the OK button when finished.

Editing Group Plan Categories

1. Navigate to a user-created category.
2. Click a sub-category name to open the Group Category Information dialog box.
3. Add coverage and exclusion details to the In Network, Out of Network, and Special/Other fields.
4. Click the OK button.

Note: If the plan was defined by a user in a specific office, only a user in that office can edit this data.

Reordering Group Plan Categories

User-created group plan categories can be rearranged so that they display in a different order.

1. From a product's Group Plan List content link, select Menu > Group Category Setup at the category level to open the Group Category Setup List dialog box.
2. Select Menu > Order Categories to open the Change Order dialog box.
3. Select a category and then click the Up or Down arrows to move it to the appropriate position.
4. Click the OK button.

Reordering Group Plan Sub-Categories

1. Navigate to a user-created category.
2. Select Menu > Group Sub-Category Setup at the category level to open the Change Order dialog box.
3. Select a sub-category and then click the Up and Down arrows to move it to the appropriate position.
4. Click the OK button.

Custom Content Link

Use this content link to track group policy data that SmartOffice does not track. Users with the appropriate rights can create and relabel fields to suit their organizations' needs. This content link works the same way as the contact/business Custom content link.

Office/Agency Requirements Content Link

This section lists guidelines for the requirements that SmartOffice automatically creates for pending cases linked to the group product. Office/agency requirements defined here override those defined for group policies on the carrier Underwriting Guidelines and Notes Content Link.

To create a product-specific office/agency requirement guideline:

1. Select the Options button and then select New 'Office/Agency Requirements' Record to open the Underwriting Guidelines wizard.
2. Select the state that the guideline applies to (or select All States).
3. Select the Next button to open the Underwriting Guidelines dialog box.
4. Click the Options button and select New to open the Search Requirements dialog box.
5. Enter an agency code, requirement type or description to narrow down the search, or leave all fields blank to list all requirements.
6. Click the Search button to display a list of requirements.

Note: The requirements in this list are defined in Policy/Case Setup - Requirements.

1. Tag one or more requirements and then click the OK button.
2. Click the Finish button.

Group Policies Tab

While viewing a group product, click the Group Policies tab to display a list of all group policies associated with the selected group product. To display a policy's details, click the appropriate hyperlink. For more information, see Working with Group Policies.